Asia Shorts: Tencent, CMB, Ping An, Weimob, WuXi, Shimano, Cocokara, HMM, Kakao, Doosan, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Krafton Listing Date Confirmed as August 10th: Rebalancing Trading Timeline
The listing date of Krafton has been confirmed as August 10th. So, this post examines the index rebalancing trading timeline.
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Asia Shorts: Cosco Ship, Kuaishou, Pop Mart, WuXi, Takeda, Kirin, Monex, HMM, NC Soft, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
254 Views
An Updated Valuation of the Krafton IPO & Major Recent Events Impacting the Company
We lowered our base case valuation of Krafton by 2% to 455,942 won per share, based on 21.3x EV/EBITDA (2022E). Given the lack of upside, we...
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Krafton IPO Offering Price/Size Adjustment & Valuation Re-Review
Still, the revised valuation does not seem appropriate in that it still uses distorted net profit and the discount rate doesn't reflect high...
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